Newell Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$49,658,149
Clients
74
26% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
74
Very HighAverage account size
$671,056
About
Newell Wealth Management is a state-registered independent advisory firm that serves individuals and high-net-worth clients and also provides services to employer plan sponsors. The firm offers ongoing wealth management through tiered programs, project-based “Day Pass” financial planning, an Advice+ investment-only option, hourly/pro-bono consultations, and access to fee-based annuities.
The firm uses a structured Keys to Wealth planning framework to coordinate retirement income, investment strategy, tax-aware planning, and life‑transition considerations, and it blends passive and active strategies with tactical asset-allocation adjustments within strategic ranges. Newell monitors held-away retirement accounts, acts as a fiduciary for retirement account advice, may engage third‑party sub‑advisors (including Betterment Advisor Solutions), and coordinates tax work with independent tax professionals for clients in its higher service tier.
Distinctive features noted in the firm’s disclosure include sponsorship of a wrap-fee program and use of the Betterment platform (with sub-advisory fees disclosed at 0.12–0.20% paid directly by clients). The firm’s ADV also discloses use of hypothetical performance and client testimonials in its advertising materials and an offering of employee benefit plan/pension consulting—items that are relatively uncommon among similarly structured solo independent advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Tax preparation
Expertise
Retirement income strategy
General retirement planning
Roth conversion strategy
Medicare planning
Annuities
Fee options
$0 - $500,000: 1.20% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 0.90% $0 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50% $0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Hourly rates range from $250 to $500
Minimum fee: Annual Pass minimum annual fee $1,800; Signature Service minimum annual fee $18,000 Fee-only: Project-based financial planning fees range from $2,000 to $10,000; hourly rates range from $250 to $500
Main office location
Newell Wealth Management, LLC
213 South Dillard Street, Suite #150 H
Winter Garden FL 34787, United States
Number of offices
2
Most active in
Newell Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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